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Permanent Wealth Podcast 15: Helena Luckhurst - Private Client Lawyer with Fladgate LLP
Manage episode 343742098 series 2888103
محتوای ارائه شده توسط Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Today’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning.
Helena and I discuss the joy of inheritance tax, such as:
- The emotional impact that conversations (or worse lack of conversations) can have around planning for passing down wealth;
- Why deeds of variations are very useful;
- How good planning can enable people to capture an extra £350k worth of tax-free assets through the residents nil-rate band;
- Why pensions have become crucial wealth transfer vehicles since 2015;
- The options people have with generally their largest most illiquid asset – property;
And make sure you listen to the end to hear Helena highlight the key first steps when thinking about receiving or passing wealth along.
I hope you enjoy my conversation with Helena Luckhurst.
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